Financial Planner Resume

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Contact Information:

Job Objective:

To become a successful financial planner utilizing my knowledge on financial sector to help creating wealth for the society

Soft Skills:

Software/Operating Systems: Microsoft Word, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Windows XP, Lotus-123, Lotus Notes

Professional Experience:

• Financial Planner, First Financial Group 2002 – Present
• Provide expert financial, business and personal planning to business owners, executives and professionals, drawing on a multitude of resources available from our organization.
• Provide comprehensive investment products and services offering tax advantages and investment flexibility.
• Assist in establishing group health insurance that addresses a wide variety of group products that include life, disability, and dental.
• Offered complete in-house services for qualified plan design and administration.
• Provide a broad selection of insurance products to help secure quality protection for the individual and their families.
• Analyze and recommend changes in planning available resources to match current and future financial requirements with available financial products.

Financial Analyst, IMB Global Services, Gaithersburg, MD, (2000 – 2002)

• Managed, Analyzed, Planned and Forecasted Expenses for South East Region, (Maryland to Florida)
• Provided monthly and as needed expense analysis to assist in obtaining Services Organization budget and profit objectives. Identified and corrected errant
• Ledger entries resulting in an accurate Budget posture and facilitating well-informed management decisions
• Provided management monthly reports and analysis to assist in the planning and allocation of Services personnel.
• Analyzed and recommended changes in planning Resource Utilization to match current production requirements with available resources

Database Manager, AXY Inc, Gaithersburg, MD, (1997 – 2000)

• Provided financial data via QMF/SQL Queries and Reports that enabled the analysis and assessment of monthly and annual objectives.
• Integrated database information and provided technical assistance for Lotus applications, including Notes, 123, and Freelance.
• Automated spending report process, reducing staff hours by 20% by reducing data entry hours and facilitating faster reconciliation with the Ledger
• Established and maintained LAN Database, ensuring the exchange of uniformly current information and backup capabilities.
• Designed, developed and presented applications training sessions to more than 100 employees increasing competency and receiving positive feedback.

Education:

Master of Business Administration, 2001, Johns Hopkins University, Concentration in Management Information Systems

Bachelor of Science, ST. John’s University, New York, NY Concentration: Finance 1991

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